Daniel M. Monfried

As President and Chief Operating Officer of R.J. Finlay & Co., Daniel Monfried’s expertise is based on more than 15 years of experience in the financial services sector, advising ultra-high net worth individuals and exploiting hidden value in emerging companies. Mr. Monfried has served as an advisor to institutional investors focusing on portfolio management, mergers and acquisitions, institutional recapitalizations, and implementing new models to help businesses reach maturation.

Prior to joining R.J. Finlay & Co., Mr. Monfried held executive positions at several financial institutions including Midlantic Corp., J.P. Morgan and UBS. He has managed public and private equity portfolios, hedge funds, early stage venture investments, and been instrumental in merging and integrating acquisitions.